# Flat-fee financial advisors in Phoenix, AZ

> AdvisorCensus lists 247 investment advisory firms with a principal office in the Phoenix metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/az/phoenix/flat-fee/page/5

## At a glance

- Investment advisory firms: 247
- Registration: SEC-registered investment adviser: 105, State-registered investment adviser: 142
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 68 (28%); Percentage of assets 231 (94%); Hourly charges 170 (69%); Subscription fees (newsletter or periodical) 6 (2%); Fixed fees 247 (100%); Commissions 5 (2%); Performance-based fees 14 (6%); Other 39 (16%)
- Regulatory assets under management (Item 5.F): Under $25 million 75 (30%); $25 million to $100 million 57 (23%); $100 million to $500 million 73 (30%); $500 million to $1 billion 6 (2%); $1 billion to $5 billion 16 (6%); Over $5 billion 5 (2%); Not reported 15 (6%)
- Years registered: Under 5 years 92 (37%); 5 to 9 years 72 (29%); 10 to 19 years 55 (22%); 20 years or more 27 (11%); Not reported 1 (0%)

## Firms (page 5 of 5, 201 to 247 of 247, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Tarascio Financial Planning, LLC](https://advisorcensus.com/firm/tarascio-financial-planning-llc-mesa-az-313228) ([md](https://advisorcensus.com/firm/tarascio-financial-planning-llc-mesa-az-313228.md)) | 313228 | Mesa, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee, Other |
| [Taylor Advisory Group](https://advisorcensus.com/firm/taylor-advisory-group-scottsdale-az-288437) ([md](https://advisorcensus.com/firm/taylor-advisory-group-scottsdale-az-288437.md)) | 288437 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [TFO Family Office Partners](https://advisorcensus.com/firm/tfo-family-office-partners-phoenix-az-159440) ([md](https://advisorcensus.com/firm/tfo-family-office-partners-phoenix-az-159440.md)) | 159440 | Phoenix, AZ | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Hourly, Fixed fee, Other |
| [The Coleridge Group LLC](https://advisorcensus.com/firm/the-coleridge-group-llc-phoenix-az-108335) ([md](https://advisorcensus.com/firm/the-coleridge-group-llc-phoenix-az-108335.md)) | 108335 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 13 | Hourly, Fixed fee |
| [The Financial Chase LLC](https://advisorcensus.com/firm/the-financial-chase-llc-phoenix-az-174512) ([md](https://advisorcensus.com/firm/the-financial-chase-llc-phoenix-az-174512.md)) | 174512 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [The Getzen Group, Inc.](https://advisorcensus.com/firm/the-getzen-group-inc-scottsdale-az-117700) ([md](https://advisorcensus.com/firm/the-getzen-group-inc-scottsdale-az-117700.md)) | 117700 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 29 | % of assets, Hourly, Fixed fee |
| [The Innes Associates, Ltd.](https://advisorcensus.com/firm/the-innes-associates-ltd-tempe-az-117326) ([md](https://advisorcensus.com/firm/the-innes-associates-ltd-tempe-az-117326.md)) | 117326 | Tempe, AZ | State-registered investment adviser | Under $25 million | 28 | % of assets, Hourly, Fixed fee |
| [The Ivy League Advisory Group, LLC](https://advisorcensus.com/firm/the-ivy-league-advisory-group-llc-san-tan-valley-az-172730) ([md](https://advisorcensus.com/firm/the-ivy-league-advisory-group-llc-san-tan-valley-az-172730.md)) | 172730 | San Tan Valley, AZ | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [The Linkous Group, Ltd.](https://advisorcensus.com/firm/the-linkous-group-ltd-fountain-hills-az-122557) ([md](https://advisorcensus.com/firm/the-linkous-group-ltd-fountain-hills-az-122557.md)) | 122557 | Fountain Hills, AZ | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [The Planning Associates, Inc.](https://advisorcensus.com/firm/the-planning-associates-inc-phoenix-az-121808) ([md](https://advisorcensus.com/firm/the-planning-associates-inc-phoenix-az-121808.md)) | 121808 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Think Wealth Advisory, LLC](https://advisorcensus.com/firm/think-wealth-advisory-llc-scottsdale-az-153492) ([md](https://advisorcensus.com/firm/think-wealth-advisory-llc-scottsdale-az-153492.md)) | 153492 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee, Other |
| [Titan Capital Management](https://advisorcensus.com/firm/titan-capital-management-scottsdale-az-319447) ([md](https://advisorcensus.com/firm/titan-capital-management-scottsdale-az-319447.md)) | 319447 | Scottsdale, AZ | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee, Performance fee |
| [Tortoise Wealth Management](https://advisorcensus.com/firm/tortoise-wealth-management-tempe-az-332492) ([md](https://advisorcensus.com/firm/tortoise-wealth-management-tempe-az-332492.md)) | 332492 | Tempe, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Total Investment Management, Inc.](https://advisorcensus.com/firm/total-investment-management-inc-scottsdale-az-108818) ([md](https://advisorcensus.com/firm/total-investment-management-inc-scottsdale-az-108818.md)) | 108818 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Subscription, Fixed fee |
| [Transition Financial Advisors Group, LLC](https://advisorcensus.com/firm/transition-financial-advisors-group-llc-gilbert-az-116089) ([md](https://advisorcensus.com/firm/transition-financial-advisors-group-llc-gilbert-az-116089.md)) | 116089 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Trek Financial](https://advisorcensus.com/firm/trek-financial-scottsdale-az-109376) ([md](https://advisorcensus.com/firm/trek-financial-scottsdale-az-109376.md)) | 109376 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [True Fiduciary Financial Advisors, LLC](https://advisorcensus.com/firm/true-fiduciary-financial-advisors-llc-scottsdale-az-317770) ([md](https://advisorcensus.com/firm/true-fiduciary-financial-advisors-llc-scottsdale-az-317770.md)) | 317770 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Tushaus Wealth Management](https://advisorcensus.com/firm/tushaus-wealth-management-scottsdale-az-314067) ([md](https://advisorcensus.com/firm/tushaus-wealth-management-scottsdale-az-314067.md)) | 314067 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [United Planners' Financial Services of America a Limited Partner](https://advisorcensus.com/firm/united-planners-financial-services-of-america-a-limited-partner-scottsdale-az-20804) ([md](https://advisorcensus.com/firm/united-planners-financial-services-of-america-a-limited-partner-scottsdale-az-20804.md)) | 20804 | Scottsdale, AZ | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Hourly, Fixed fee, Commissions |
| [Valence Wealth](https://advisorcensus.com/firm/valence-wealth-scottsdale-az-343126) ([md](https://advisorcensus.com/firm/valence-wealth-scottsdale-az-343126.md)) | 343126 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [Valhalla Advisors LLC](https://advisorcensus.com/firm/valhalla-advisors-llc-glendale-az-310811) ([md](https://advisorcensus.com/firm/valhalla-advisors-llc-glendale-az-310811.md)) | 310811 | Glendale, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Vector Dynamics Wealth Management P.L.L.C](https://advisorcensus.com/firm/vector-dynamics-wealth-management-p-l-l-c-mesa-az-342038) ([md](https://advisorcensus.com/firm/vector-dynamics-wealth-management-p-l-l-c-mesa-az-342038.md)) | 342038 | Mesa, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Subscription, Fixed fee |
| [Versant Capital Management, Inc.](https://advisorcensus.com/firm/versant-capital-management-inc-phoenix-az-131692) ([md](https://advisorcensus.com/firm/versant-capital-management-inc-phoenix-az-131692.md)) | 131692 | Phoenix, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee |
| [Verus Capital Partners, LLC](https://advisorcensus.com/firm/verus-capital-partners-llc-scottsdale-az-151568) ([md](https://advisorcensus.com/firm/verus-capital-partners-llc-scottsdale-az-151568.md)) | 151568 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Vestpointe Wealth Management, LLC](https://advisorcensus.com/firm/vestpointe-wealth-management-llc-scottsdale-az-132591) ([md](https://advisorcensus.com/firm/vestpointe-wealth-management-llc-scottsdale-az-132591.md)) | 132591 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Vibrant Wealth](https://advisorcensus.com/firm/vibrant-wealth-chandler-az-293068) ([md](https://advisorcensus.com/firm/vibrant-wealth-chandler-az-293068.md)) | 293068 | Chandler, AZ | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Vivere Wealth Management LLC](https://advisorcensus.com/firm/vivere-wealth-management-llc-chandler-az-284152) ([md](https://advisorcensus.com/firm/vivere-wealth-management-llc-chandler-az-284152.md)) | 284152 | Chandler, AZ | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [VM Jones Financial Consulting, L.L.C.](https://advisorcensus.com/firm/vm-jones-financial-consulting-l-l-c-gilbert-az-110678) ([md](https://advisorcensus.com/firm/vm-jones-financial-consulting-l-l-c-gilbert-az-110678.md)) | 110678 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Wall Capital Group, Inc.](https://advisorcensus.com/firm/wall-capital-group-inc-phoenix-az-105913) ([md](https://advisorcensus.com/firm/wall-capital-group-inc-phoenix-az-105913.md)) | 105913 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 34 | % of assets, Fixed fee |
| [Watch Guard Capital LLC](https://advisorcensus.com/firm/watch-guard-capital-llc-scottsdale-az-284719) ([md](https://advisorcensus.com/firm/watch-guard-capital-llc-scottsdale-az-284719.md)) | 284719 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Watts Gwilliam & Company, LLC](https://advisorcensus.com/firm/watts-gwilliam-and-company-llc-gilbert-az-131458) ([md](https://advisorcensus.com/firm/watts-gwilliam-and-company-llc-gilbert-az-131458.md)) | 131458 | Gilbert, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Fixed fee |
| [Wealth Engineering, LLC](https://advisorcensus.com/firm/wealth-engineering-llc-scottsdale-az-128549) ([md](https://advisorcensus.com/firm/wealth-engineering-llc-scottsdale-az-128549.md)) | 128549 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Wealth Guardian Advisory, PLLC](https://advisorcensus.com/firm/wealth-guardian-advisory-pllc-gilbert-az-153483) ([md](https://advisorcensus.com/firm/wealth-guardian-advisory-pllc-gilbert-az-153483.md)) | 153483 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly, Fixed fee |
| [Wealth Management Advisors, LLC](https://advisorcensus.com/firm/wealth-management-advisors-llc-gilbert-az-289010) ([md](https://advisorcensus.com/firm/wealth-management-advisors-llc-gilbert-az-289010.md)) | 289010 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [Wealth Management Solutions](https://advisorcensus.com/firm/wealth-management-solutions-scottsdale-az-127517) ([md](https://advisorcensus.com/firm/wealth-management-solutions-scottsdale-az-127517.md)) | 127517 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Wealthstone Private Wealth Management, LLC](https://advisorcensus.com/firm/wealthstone-private-wealth-management-llc-scottsdale-az-329895) ([md](https://advisorcensus.com/firm/wealthstone-private-wealth-management-llc-scottsdale-az-329895.md)) | 329895 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [West Coast Capital Management, LLC](https://advisorcensus.com/firm/west-coast-capital-management-llc-gilbert-az-141981) ([md](https://advisorcensus.com/firm/west-coast-capital-management-llc-gilbert-az-141981.md)) | 141981 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 19 | % of assets, Hourly, Fixed fee |
| [Westmark Wealth Management](https://advisorcensus.com/firm/westmark-wealth-management-phoenix-az-334109) ([md](https://advisorcensus.com/firm/westmark-wealth-management-phoenix-az-334109.md)) | 334109 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Wilbert Guilford, CFP, PLLC](https://advisorcensus.com/firm/wilbert-guilford-cfp-pllc-phoenix-az-310846) ([md](https://advisorcensus.com/firm/wilbert-guilford-cfp-pllc-phoenix-az-310846.md)) | 310846 | Phoenix, AZ | State-registered investment adviser | Not reported | 5 | Hourly, Fixed fee |
| [Wisdom Wealth Investment Advisors LLC](https://advisorcensus.com/firm/wisdom-wealth-investment-advisors-llc-phoenix-az-170536) ([md](https://advisorcensus.com/firm/wisdom-wealth-investment-advisors-llc-phoenix-az-170536.md)) | 170536 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Wise World Investment Planning](https://advisorcensus.com/firm/wise-world-investment-planning-chandler-az-116470) ([md](https://advisorcensus.com/firm/wise-world-investment-planning-chandler-az-116470.md)) | 116470 | Chandler, AZ | State-registered investment adviser | Not reported | 21 | Hourly, Fixed fee |
| [Witnauer Sloan & Associates LLC](https://advisorcensus.com/firm/witnauer-sloan-and-associates-llc-scottsdale-az-113765) ([md](https://advisorcensus.com/firm/witnauer-sloan-and-associates-llc-scottsdale-az-113765.md)) | 113765 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly, Fixed fee |
| [WLTH Capital Management, LLC](https://advisorcensus.com/firm/wlth-capital-management-llc-chandler-az-335594) ([md](https://advisorcensus.com/firm/wlth-capital-management-llc-chandler-az-335594.md)) | 335594 | Chandler, AZ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Xcelsior Advisor Partners LLC](https://advisorcensus.com/firm/xcelsior-advisor-partners-llc-scottsdale-az-334779) ([md](https://advisorcensus.com/firm/xcelsior-advisor-partners-llc-scottsdale-az-334779.md)) | 334779 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Hourly, Fixed fee |
| [Young Capital Management Inc](https://advisorcensus.com/firm/young-capital-management-inc-fountain-hills-az-107448) ([md](https://advisorcensus.com/firm/young-capital-management-inc-fountain-hills-az-107448.md)) | 107448 | Fountain Hills, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Zenith Investment Management, LLC](https://advisorcensus.com/firm/zenith-investment-management-llc-scottsdale-az-288565) ([md](https://advisorcensus.com/firm/zenith-investment-management-llc-scottsdale-az-288565.md)) | 288565 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Zenith Wealth Advisors](https://advisorcensus.com/firm/zenith-wealth-advisors-scottsdale-az-318330) ([md](https://advisorcensus.com/firm/zenith-wealth-advisors-scottsdale-az-318330.md)) | 318330 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/az/phoenix/flat-fee/page/4.md

## Questions people ask

**How many financial advisory firms are there in Phoenix, AZ?**
AdvisorCensus lists 463 investment advisory firms with a principal office in the Phoenix metro area, from Form ADV filings as of October 2026: 179 SEC-registered, 253 state-registered, and 31 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Phoenix, AZ?**
122 of the 463 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Phoenix, AZ offer financial planning?**
317 of the 432 firms in Phoenix, AZ that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Phoenix, AZ fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 122 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Flat-fee financial advisors in Phoenix, AZ: 247 firms from Form ADV filings as of October 2026.